Client Directory
One record per client, cases and history included
Keep each client’s contacts and cases together, with documents, notes, tasks, and invoices in one place.
A client is a record, not just a name
Contacts, cases, documents, and the history of working together belong in one place. Bufete AI holds that record and connects it to every case.
Records
One record per client
Keep each client’s contacts and cases in a single record so the relationship is not scattered across files.
- One record per client with their cases and contacts
- The history of documents and communication in one place
- Every case linked back to its client
Intake
Take intake once
New cases and invoices start from the client already chosen.
- Open a case or an invoice with the client already chosen
- Details flow into cases and documents
- Conflicts and duplicates flagged on entry
What it does
One record
Contacts, cases, and history in a single place.
Intake once
Client details are captured once and reused.
One record
Documents, notes, tasks, and invoices kept with the client.
Who it’s for
- Firms with a broad client portfolio
- In-house teams serving several areas of the business
- Lawyers who track the full relationship, not just the file
See the client directory?
Book a demo and we’ll show you the client directory in action.